Can edit any note on a case they are assigned to.


Can edit any note.

Before You Begin

If the note has been signed you may be restricted to make changes. See article here on if you or an admin can remove the signature so changes can be made. 

Edit Note

  1. Navigate to your desired client
  2. In the sidebar navigation menu click Notes
  3. If the client has multiple cases TheraNest will take you to the cases page to choose a case. If they only have one open case it will take you to the notes tab.
  4. Click Details next to the desired note.
  5. Edit as needed and click Save.
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